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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $925 | $29,319-96.8% | $52,425-98.2% | $82,448-98.9% |
| Participation rate | 67.6% | 46.9%+20.8pp | 55.6%+12.0pp | 68.1%-0.4pp |
| Annual return | 19.62% | 535.20%-515.6pp | 302.12%-282.5pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $367 | $1,171-68.7% | $1,790-79.5% | $4,139-91.1% |
| Admin fee / account holder | $36 | $1,962-98.2% | $2,495-98.5% | $7,234-99.5% |